Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
retirement calculator
kylebfamily
How do you include spouse information
Find more posts tagged with
Accepted answers
Scooterlam
Add spouse to Lifetime Planner.
To start, under
Planning>Lifetime Planner
tab, click
Change Assumptions
button. In the
Planning Assumptions
window, select
About You>Edit.
In the
About You
window, check
Include Spouse
(Image 1). Checking this box should allows you to add planner data for your spouse.
Image 1
Once you have your spouse's details added, LTP allows you to input additional spouse data for Salary, Retirement Benefits, Investments and others. Click on the
? icon
in the
About You
dialog in image 1. LTPs's help section is generally pretty good.
A note re:
Investments
. To assign an investment, retirement, et al account owner (you or your spouse): In the
Planning Assumptions
window, go to
In
vestments
and highlight an
Investment Account
, click on
Details
button, then assign ownership.
All comments
Scooterlam
Add spouse to Lifetime Planner.
To start, under
Planning>Lifetime Planner
tab, click
Change Assumptions
button. In the
Planning Assumptions
window, select
About You>Edit.
In the
About You
window, check
Include Spouse
(Image 1). Checking this box should allows you to add planner data for your spouse.
Image 1
Once you have your spouse's details added, LTP allows you to input additional spouse data for Salary, Retirement Benefits, Investments and others. Click on the
? icon
in the
About You
dialog in image 1. LTPs's help section is generally pretty good.
A note re:
Investments
. To assign an investment, retirement, et al account owner (you or your spouse): In the
Planning Assumptions
window, go to
In
vestments
and highlight an
Investment Account
, click on
Details
button, then assign ownership.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
